“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · (no PTR trades after report date)
Estimated total: $106.9M–open-ended (some lines have no upper bound) across 88 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Daniel S. Goldman holds an estimated 88 positions worth $106.9M–open-ended (some lines have no upper bound) in total. The largest estimated holding is Daniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR Exch ($50M–open-ended). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| Daniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR Exch | Private fund | $50M–open-ended | Medium | Report |
| QP Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $6M–$30M | High | Report |
| J.D. Daniel Goldman 12/9/2011 Trust ⇒ Gilder Gagnon Howe & Co, (J | Private fund | $5M–$25M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $5M–$25M | High | Report |
| DFSPX Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Fund/ETF | $5M–$25M | High | Report |
| GSDUX Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Fund/ETF | $5M–$25M | High | Report |
| Daniel Goldman 12/9/2011 Trust ⇒ Exchange Place (Equity Only | Private fund | $1M–$5M | High | Report |
| Daniel Goldman 1997 Trust ⇒ Monte Vista Opportunity Fund I L | Private fund | $1M–$5M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $1M–$5M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $1M–$5M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $1M–$5M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Br | Private fund | $1M–$5M | High | Report |
| LEVI Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Tr | Stock | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Other | $1M–$5M | High | Report |
| GGIPX Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Fund/ETF | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisor | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ BELG | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CARL | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ Step | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ UNIC | Private fund | $1M–$5M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ WAVE | Private fund | $1M–$5M | High | Report |
| FGTXX Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ Financial Squ | Fund/ETF | $765K–$1.6M | High | Report |
| SPY Trust #4 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) | Fund/ETF | $500K–$1.1M | High | Report |
| Daniel Goldman 12/9/2011 Trust ⇒ 12 West Capital Fund LP | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 12/9/2011 Trust ⇒ Jottshots! | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $500K–$1M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ DOVE | Private fund | $500K–$1M | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ STEP | Private fund | $500K–$1M | High | Report |
| Daniel Goldman 12/9/2011 Trust ⇒ Cypress Point Technology Fu | Private fund | $250K–$500K | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $250K–$500K | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BB | Private fund | $250K–$500K | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CHAR | Private fund | $250K–$500K | High | Report |
| Trust #4 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | Private fund | $250K–$500K | High | Report |
| Daniel Goldman 1997 Trust ⇒ Monte Vista Real Estate Fund I L | Private fund | $100K–$250K | High | Report |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Br | Cash | $100K–$250K | High | Report |
| VTTHX Fidelity - Winston & Strawn LLP - 401k ⇒ Vanguard Target Ret | Fund/ETF | $100K–$250K | High | Report |
| Trust #1 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | Private fund | $100K–$250K | High | Report |
| Trust #3 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | Private fund | $100K–$250K | High | Report |
| MSAQX Trust #4 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional F | Fund/ETF | $95K–$250K | High | Report |
| Trust #2 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC | Private fund | $50K–$100K | High | Report |
| FJPNX Trust #3 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) | Fund/ETF | $18K–$95K | High | Report |
| BSIIX Trust #4 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opp | Fund/ETF | $18K–$95K | High | Report |
| VWIUX Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax | Fund/ETF | $18K–$95K | High | Report |
| VMLUX Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exem | Fund/ETF | $18K–$95K | High | Report |
| Daniel Goldman 1997 Trust ⇒ Presidio NCD III LP | Private fund | $15K–$50K | High | Report |
| Daniel Goldman 1997 Trust ⇒ Presidio Northgate PEP II LP | Private fund | $15K–$50K | High | Report |
| Daniel Goldman 1997 Trust ⇒ Stevenson Street H.I.G. II LP | Private fund | $15K–$50K | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Go | Cash | $15K–$50K | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXO | Private fund | $15K–$50K | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXO | Private fund | $15K–$50K | High | Report |
| C E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) | Stock | $15K–$50K | High | Report |
| META E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. | Stock | $15K–$50K | High | Report |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley Bank N | Cash | $15K–$50K | High | Report |
| TT E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies pl | Stock | $15K–$50K | High | Report |
| Daniel Goldman 12/9/2011 Trust ⇒ Goldman Sachs Bank USA Depo | Cash | $1K–$15K | High | Report |
| Daniel Goldman 1997 Trust ⇒ Northern Trust - Money Market | Cash | $1K–$15K | High | Report |
| Trust #1 ⇒ Schwab Brokerage ⇒ Schwab-Cash | Cash | $1K–$15K | High | Report |
| Trust #2 ⇒ Schwab Brokerage ⇒ Schwab-Cash | Cash | $1K–$15K | High | Report |
| Trust #3 ⇒ Schwab Brokerage ⇒ Schwab-Cash | Cash | $1K–$15K | High | Report |
| Trust #4 ⇒ Schwab Brokerage ⇒ Schwab-Cash | Cash | $1K–$15K | High | Report |
| Daniel Goldman 12/9/2011 Trust ⇒ Schwab - Money Market Fund | Cash | $1–$1K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| AVTR Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) | Stock | $1K–$15K | High | Report |
| TBLA Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shar | Stock | $1K–$15K | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1K–$15K | High | Report |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGH | Private fund | $1K–$15K | High | Report |
| AMG E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers G | Stock | $1K–$15K | High | Report |
| ALLE E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary | Stock | $1K–$15K | High | Report |
| AIG E*Trade (Morgan Stanley) - Brokerage ⇒ American Internationa | Stock | $1K–$15K | High | Report |
| BAC E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corpo | Stock | $1K–$15K | High | Report |
| ET E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Co | Stock | $1K–$15K | High | Report |
| IR E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. ( | Stock | $1K–$15K | High | Report |
| MDLZ E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez Internationa | Stock | $1K–$15K | High | Report |
| MS E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) | Stock | $1K–$15K | High | Report |
| HSY E*Trade (Morgan Stanley) - Brokerage ⇒ The Hershey Company ( | Stock | $1K–$15K | High | Report |
| WMT E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) | Stock | $1K–$15K | High | Report |
| ABWAX JPM IRA ⇒ The AB Portfolios - AB Balanced Wealth Strategy - | Fund/ETF | $1K–$15K | High | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.